Schwab Charitable Giving Guide

Welcome to the Schwab Charitable™ Giving Guide

Giving Guide Icon
Giving Guide Icon

Discover information, resources, and activities to help you maximize your charitable giving.

Two approaches for getting the most out of the Giving Guide

Tailor your experience based on topics that interest you

It is not necessary to read the entire Giving Guide or to complete all of the activities. You can select one or more sections that align with your most immediate needs.

Focus on the Giving Planner

The Schwab Charitable Giving Planner generates a giving plan based on the completion of eight decision-point activities contained in the Giving Guide. 

Schwab Charitable Giving Guide

To view, complete and print fillable forms, you will need the freely available Acrobat 7.0 Reader (or later) software installed on your computer. 


Download Adobe Acrobat 7.0 Reader


*Before personalizing your Giving Guide, please save the file to your computer or device and open it via Adobe Acrobat Reader.

Schwab Charitable Giving Guide

What is a donor-advised fund?

What is a donor-advised fund?

Open an account

Open an account.

Once you've set up an account with Schwab Charitable, you can contribute cash, securities, or appreciated assets, and be eligible for a current-year tax deduction. You can choose from a wide range of investment pools or manage your account with the help of an advisor.

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